Category: crypto

Michael Saylor, CEO of MicroStrategy, goes back on his promise to never sell his company’s bitcoin holdings. This decision contradicts his previous strategy of holding onto bitcoin as a long-term investment. Saylor’s about-face raises questions about the sustainability of his company’s bitcoin investment strategy.

BitMEX co-founder Arthur Hayes argued at Consensus Miami 2026 that crypto does not need regulation like the CLARITY Act. He believes that bitcoin’s value comes from operating outside the regulatory system. Hayes stated that the only factor influencing bitcoin’s price is the total number of fiat currency units in circulation.

Senate Banking Committee Chair Tim Scott announced that the committee is close to reaching a consensus on the bipartisan CLARITY Act, with plans for a markup in May. This is the most concrete timeline commitment made yet. Coinbase CEO Brian Armstrong and Circle have urged the committee to act promptly.

Benchmark has reduced its 12-month price target on Bitcoin treasury company Strategy from $705 to $570, maintaining a Buy rating. This adjustment reflects a cooler outlook on near-term upside after a significant drop in both Strategy’s stock price and Bitcoin. Benchmark had previously defended Strategy as a levered play on corporate Bitcoin accumulation.

Senator Kirsten Gillibrand spoke at Consensus Miami 2026 about the CLARITY Act’s prospects in Congress. She appeared with Kevin O’Leary and Coinbase’s Paul Grewal, expressing optimism for the bill’s advancement. Gillibrand also discussed AI regulation and the 2026 midterm outlook for Democrats. The fate of the bill depends on bipartisan support.

The US and Iran are close to reaching a one-page agreement to end the war and begin detailed nuclear talks. The memorandum would pause Iran’s uranium enrichment, ease sanctions, and reopen the Strait of Hormuz. Previous de-escalation news has impacted Bitcoin, gold, and oil prices. An agreement could lead to a shift in market behavior.

Eric Trump criticized JPMorgan at Consensus Miami 2026 for changing its stance on bitcoin within 18 months, from dismissing it to offering mortgages against it. He stated that traditional financial institutions have accepted they can no longer resist cryptocurrency and are now embracing it. JPMorgan CEO Jamie Dimon was previously critical of bitcoin.

Robinhood executives at Consensus Miami 2026 discussed how Wall Street is slowly integrating blockchain infrastructure and tokenized products, with institutional adoption moving slower than expected. The conversation with banks has shifted towards building on blockchain, and adoption is expected to develop in regulated US finance and offshore crypto markets.

NYSE parent ICE and Securitize cautioned at Consensus Miami 2026 about offshore synthetic tokenized stocks, stating they mislead retail investors and pose risks to the broader market. They warned that some tokenized stocks do not represent actual equity and are being used without issuer approval. NYSE is building a regulated tokenized equity platform to address…

At Consensus Miami 2026, Erik Reppel warned that AI agents are bypassing internet ads, threatening the web’s revenue model. He suggested x402 stablecoin micropayments as a replacement. Reppel argued that the agentic economy could reach $3-5 trillion by 2030, making ad-funded content unsustainable. x402 embeds micropayments into the HTTP layer for AI agents to automatically…